2018 BUSM1278- Project Management Practice Assignment-2 Individual Assignment –Case Study Management Report Project Management Consultant Hasan Ashraf Student ID: s3676607 Date: 09/09/2018 Word Count 3150 “I declare that in submitting all work for this assessment I have read, understood and agree to the content and expectations of the Assessment Declaration “ pg. 1 Table of Contents 1. ANSWER TO QUESTION-1: ............................................................................................ 3 1.1.1 Purpose of Project Charter ............................................................................................ 3 1.1.2 Developing a Project Charter (When and How) ........................................................... 3 1.1.3 Role of Project Charter in Assisting the Management of Concerned Project ............... 4 1.2.1 High-Level Work Breakdown Structure (WBS) ........................................................... 5 1.2.2 Significance of WBS in Managing a Project ................................................................ 6 1.2.3 High- Level Project Scope Statement based on wbs ..................................................... 6 1.2.4 Importance of Scope Statement..................................................................................... 7 2. ANSWER TO QUESTION-2: ............................................................................................ 8 2.1.1 Role of Project Manager ............................................................................................... 8 2.1.2 Contribution of project manager in Successful Project Outcome ................................. 9 2.1.3 Role of Knowledge Areas and Their Contribution in Successful Project Outcome ..... 9 2.2.1 Authority of Project Manager ..................................................................................... 10 2.2.2 Project Manager’s Relationship with Key Stakeholders ............................................. 10 2.2.3 Pros and Cons of using Stakeholder Management Plan .............................................. 11 2.2.4 Relationship of Stakeholder Management Plan with Communication Management Plan ....................................................................................................................................... 11 pg. 2 1. ANSWER TO QUESTION-1: 1.1.1 PURPOSE OF PROJECT CHARTER Project Charter is a documentary that formally authorizes the presence of project and delivers authority to the project manager to use organizational assets in the project activities. It directly links project with the strategic objectives of the organization. It creates a formal record of the project and prepares an organizational commitment of the project. It is performed at planning the integration management stage of the project. Usually the projects which are external, it helps establish a partnership between requesting and performing organization. In such case, it works as a formal contract to establish the agreement. It can also work for establishing internal agreements. In collaboration of Sponsors and Project Manager initially assigned, it comes into formulation. It then provides authority to the Project Manager to plan, execute, monitor and control the Project. Projects are initiated to benefit such project governing bodies as Project Sponsor, Project Management Office (PMO), the Portfolio governing body and the like, through accomplishing business needs. These needs influence the need of analysis, developing business case, feasibility study and what not that can address the project which Project Charter addresses. Project Chartering aligns a strategy with ongoing work of the organization. 1.1.2 DEVELOPING A PROJECT CHARTER (WHEN AND HOW) Project Charter is developed at Project Initiation Stage when information available regarding Project is close to nothing and Project requires a formal start to keep transition smooth through the Project phases. Developing a project charter contains three elements, i.e. input, tools and techniques and output. In establishing input, the business documents including Business Case Documents that provides necessary information needed from business standpoint to assess whether the expected project outcome justifies required investment becomes a part of charter developing input documents. Business Case typically contains cost benefit analysis to justify project needs. Charter incorporates important information of business documents for project. Additionally, agreements used to define initial project intentions that comprise of memorandums of understanding, service level agreements, letter of agreements, letter of intent and the like also work as input documents. Enterprise Environmental factors including standards, regulatory requirements, organizational culture, organizational governance framework, stakeholder pg. 3 expectations, and organizational process assets comprising of organizational standards, monitoring and reporting methods, templates or historical records also help in developing Project Charter. Tools and techniques necessary to develop Project Charter are Expert Judgement for organizational strategy, risk identification, project schedule and budget estimation, benefit management and the like. In addition to this, Data Gathering technique that comprises of brainstorming, focus groups and interviews are necessary tools as well. Moreover, interpersonal and team skills comprising of conflict management, facilitation and meeting management also help in developing a Project charter. Meetings with key stakeholders help to identify project objectives, milestones, project requirements and the like. As a result of this, a high-level information-oriented Project charter takes birth that comprises of information regarding Project purpose, Project objectives, Project Risks, Project boundaries, Milestones, Financial Resources, Project approval requirements, assigned authorities and the like. 1.1.3 ROLE OF PROJECT CHARTER IN ASSISTING THE MANAGEMENT OF CONCERNED PROJECT The absence of a strong Project Charter developed various untouched short comings in the concerned Project. To exemplify this, the authority of Project Manager to direct the project team was not formally documented for the case study project. The project was not linked with the strategic objectives of the organization. This absence even kept them following informal record keeping and a very small organizational commitment for this project. The means of effective coordination and means of communication between various departments were absent as a formal contract defining roles and responsibilities was never established. Additionally, in reality Project tasks were voluntarily picked by whoever wished to participate. The authority of Project manager to effectively plan, execute, monitor and control the project was not there, but it was rather casual. A presence of Project Charter could have answered every deficiency discussed above. It could have addressed business needs for carrying out the Project after a detailed feasibility study analysis that is necessarily carried out at developing the Project Charter stage. There was a need of a clear definition of Project’s purpose, its objectives, its limitations, its boundaries, its deliverables, risks associated to it, resources available, financial pg. 4 analysis, its strategic delivery and responsibilities assigned to the team members to establish a smooth functioning of Project during execution which was unfortunately not present. 1.2.1 HIGH-LEVEL WORK BREAKDOWN STRUCTURE (WBS) Replacing Remedy with Request Tracker Project Project Manager SFSU's Computer and Network Services Department Information Systems Department Instruction and Research Services Department User Support Services Department Technology Manager Director Director Director Director Investigating Options Managers Programmers Managers Manager Implementing New System Managing New System Investigating for Options Team Capabile Team Record Keeping and Sharing Replacing Remedy System Patching, Updating etc. Record Keeping and Sharing Providing Support and training to Staff and Students about new System where necessary Project Management Team Managing Project Life Cycle Processes Investigating Options Creating User Interface Record Keeping and Sharing pg. 5 1.2.2 SIGNIFICANCE OF WBS IN MANAGING A PROJECT WBS defines the scope of the Project and breaks the work into components that can further be scheduled and estimated and easily be monitored and controlled. It gives Project Requirements an action form when cost estimates, project schedule and quality planning are carried out. It gives Project scope statement (that defines the work of the project) a more detailed form by breaking the deliverables into smaller activities of work. To answer that how WBS assists in managing a project, once WBS comes into finalization, and cost estimates, scheduling the resources and quality control procedures are developed in planning process, WBS helps in measuring actual progress while comparing it to estimates and measurements assigned to WBS segments. WBS creates a scope baseline which is a high-level project scope statement. Any modifications to the agreed upon WBS creates scope change. This means that any addition, deletion or modifications into existing activities developed in WBS create a project scope change. WBS as a Project-Status Reporting tool helps in monitoring the actual progress. The completion of low-level activities lets higher-level deliverables to quantitively complete partially and it compares estimated with the actual work performed, and therefore assists for coping with under performance. 1.2.3 HIGH- LEVEL PROJECT SCOPE STATEMENT BASED ON WBS Project Scope Description: A Project Management Plan touching all the potential PM knowledge areas shall be prepared at planning stage to give Project a consolidated documented form. The Ticketing system will be replaced to Request Tracker completely throughout the organization. Currently various departments use different ticketing systems i.e. Request Tracker and Remedy which establishes a gap in the way information is being processed. Therefore, Remedy system will be completely replaced, patched and updated. User Interfaces for new system will be generated to enable easy-to-use system. New Technology shall be implemented throughout the organization. New system shall be managed through computer and service department. Teaching Staff and Students shall be given training for using new system. Project Deliverables: Project Deliverables shall be defined in Schedule Management Plan, status reports for completion of which shall be prepared and shared with the stakeholders being influenced. Project records shall be formally documented and shared regarding milestone achievement and change procedures followed. pg. 6 Project Acceptance Criteria: Characteristics pertaining to expected Project deliverables shall be documented in Scope Management Plan that will be based on organizational needs and stakeholder requirements that will be met to accept the quality of project milestones being achieved. Project Exclusions: The Project shall closely run according to project scope described above. Project Assumptions: Since Project is cross-departmental, therefore chances of miss communication of information can occur. Therefore, team members shall be bound to communicate pro-actively. Project Constraints: a) Project Team Members will report to their head who will report directly to Project Manager regardless of Project Manager’s rank/hierarchy level within the Organization. b) Communications will be carried out through E-Mails in which key E-Mails shall be carbon copied to Project Manager and the affecting stakeholders. c) Project status reports shall be generated weekly by every team for Project Manager and for concerning stakeholders. d) Weekly Meetings shall be established to discuss previous progress and work agenda for current week under the presidency of Project Manager to maintain progress success. e) Description to Roles and Responsibilities to carry out low level activities relating to defined Project Deliverables shall be prepared in Scope Management Plan, approved and followed during Project Execution. f) Change Management Plan will be developed as a part of Project Management Plan that will formally direct the change control procedures. 1.2.4 IMPORTANCE OF SCOPE STATEMENT Project Scope statement documents the entire scope and it provides a common understanding of the project scope among the project stakeholders. It assists in defining, developing and establishing constraints for the project scope. It utilizes project charter and stakeholder requirements and elaborates that information while describing deliverables. Project acceptance criteria and project exclusions. It helps the team to carry out a more detailed planning, guides about work during execution and serves as an origin for calculating whether the change requests or additional work to be performed lies within the project boundaries or not. The level of detail about work to be performed and work that is excluded present in project scope pg. 7 statement can help project management team to control the overall project scope. It describes project deliverables at summary level or in far more detail according to the requirements that can further help defining project scope in better way. When WBS gets its existence and scope baseline is approved, this baseline works as an approved version of scope statement, WBS and WBS dictionary, therefore scope statement is very significant in this regard. Project Scope Statement and Project Charter are at few times considered to contain similar level of detail about scope however, project scope statement takes the scope components further to more detailed description and progressive elaboration to help define project scope more effectively. 2. ANSWER TO QUESTION-2: 2.1.1 ROLE OF PROJECT MANAGER Without an adequate Project Leadership, a Project can never achieve its objectives. Therefore, a visible involvement of Project Manager is necessary from Project Initiation to Project closing. His role in contributing insights in Organizational business analysis, Project Business worth evaluation, realization of business benefits of Project and in leading project management processes is quite versatile. Depending upon his capabilities, he fulfills numerous roles which provide value to the Project Management Profession. He influences Project team and Resource Managers at first, Sponsors, Governing bodies, Steering Committee and PMOs secondly, and Organizational Stakeholders, Suppliers, Customers and End Users thirdly. His role to balance competing constraints on the Project with resources available is quite significant. He communicates between Project Team, Project Sponsors and various stakeholders and presents vision of success of the project. The most effective project manager is one who demonstrates superior relationship, communication skills and positive attitude. He interacts with other project managers proactively and positively influences various needs of the project. He always seeks ways to establish relationships that can assist his team to achieve objectives. He contributes with knowledge and expertise, participates in professional development and transfers what is learnt to benefit the organization. The talent triangle according to (PMI 2017) focuses on three skill sets, namely, technical project management, leadership and strategic and business management, which defines Project Manager’s true role. pg. 8 2.1.2 CONTRIBUTION OF PROJECT MANAGER IN SUCCESSFUL PROJECT OUTCOME Technically an effective Project Manager focuses on critical success factors of the Project, Schedule, financial reports, issue logs and what not. He tailors his both agile and traditional capacitates, tools and techniques and methodologies according to Project requirements. He plans and prioritizes. He always has a high-level overview of the organization and he implements those decisions and actions that align with Company’s Business. He works with Project sponsors, various stakeholders and project team to deliver the project with a strategy that maximizes business value of the Project. Through his leadership skills, he motivates and directs the team. He utilizes his Leadership and Managerial traits to get things done. Among his best skills is his ability to deal with politics. Project success is majorly tied with the Project Manager’s ability to understand how the organization works. He utilizes his situational blend of leadership styles, competencies and personal characteristics for the best of Project success. 2.1.3 ROLE OF KNOWLEDGE AREAS AND THEIR CONTRIBUTION IN SUCCESSFUL PROJECT OUTCOME Among other PM Knowledge areas, Project Integration Management provides project management plan to achieve project objectives, directs using knowledge areas, helps in managing project performance, provides ease in decision making regarding key project changes, build standards for monitoring progress, completing project work, closing project phases, contract and managing phase transition. Project Scope Management helps project deliverables to be defined at start of the project and guides the change procedure to scope and how to progressively manage it. It helps in monitoring completion of project scope against project management plan and project requirements. Project Schedule Management provides the framework of project delivery. It is used as a tool for performance reporting to align stakeholder’s expectation with delivery methodology. Project Cost Management enables management of cost of resources required to finish the project objectives. As each stakeholder measures project cost according to his requirement, therefore, it considers their requirements. It helps in predicting financial performance of the project. Project Quality Management is incorporating quality context in planning phase, designing and during the execution when organizational culture is kept at best command of quality. It establishes tolerances and control limits to measure quality of project deliverables. Project Resource Management is about Project pg. 9 Manager’s ability as a leader and manager to acquire, empower, motivate and manage the team members and allocating and utilizing physical resources for successful completion of the project. Project Communication Management enables effective communication which bridges diverse stakeholders who internally or externally influence project outcome. Therefore, all communication becomes concise and clear. Project Risk Management aims to identify, analyze and ensure mitigation strategies for project risks that can harm the efficiency of project management processes. Project Procurement Management is about enabling a robust procurement process and making wise decisions regarding procurement or contractual relationships. Project Stakeholder Management is identifying and engaging stakeholders for the benefit of the project and identifying their satisfaction criteria and managing that. In short, these knowledge areas if managed effectively together lead to Project’s successful outcome. 2.2.1 AUTHORITY OF PROJECT MANAGER Project Manager’s authority is his personal and legal influence on his Project. Authority is assigning certain individual areas by organization to an individual which it hopes can help integrative functioning of the organization. This comprise a legitimate allocation of responsibility for which individuals develop a framework of thinking and influence organizational relationships with their behavioral patterns. In managerial sense, it is the right of Project Manager to direct the actions of subordinates to attain organizational goals. A Project Manager becomes a manager through delegation of authority rather than in words only. He does not do himself but gets results through the hard work of others and focuses on managing rather than carrying out technical tasks. Authority is not just being responsible to deliver the project on time, budget and required specifications but to get the required resources, manage the budget and carryout decision making that can affect critical areas of project. Moreover, he does not relieve himself from responsibility. Project Manager assigns responsibility, delegates authority and enables accountability. He reveals to functional managers that attaining project objectives will let them achieve their own functional objectives. He determines the organizational objectives, determines the action needed to pursue in attaining those objectives and then allocates the resources in terms of organizational design to implement his strategies and achieve objectives. 2.2.2 PROJECT MANAGER’S RELATIONSHIP WITH KEY STAKEHOLDERS Project’s key Stakeholders have significant influence on the project outcome. A difference between project failure and project Success is governed mainly through Project Manager’s pg. 10 ability to efficiently influence his team to identify and engage Project’s key stakeholders. Project Manager’s ability to focus on continuous communication with key stakeholders and keeping identification and management of stakeholder satisfaction as a part of key project objectives is a key to project success. This process of identifying and managing is iterative and needs routinely attention for reviewing and updating, especially when a Project transits between two phases or stakeholder community changes. Project Manager along with his team develops appropriate stakeholder management strategies to especially engage stakeholders in execution and decision making. 2.2.3 PROS AND CONS OF USING STAKEHOLDER MANAGEMENT PLAN Pros Stakeholder Management Plan helps in formulating strategies and approaches to interact with project stakeholders in the decision-making procedures and execution process as per their interests, needs, and their influence of project. It can serve as bible of the Project when it comes to seeking an actionable plan to intermingle with the Project stakeholders efficiently. This process is required to never die as project expects changes in it periodically. It identifies the best suitable management strategies required to engage stakeholders. Cons In more Agile Project environments, when future is very uncertain, projects involve unexpected ways to adapt the circumstances that occur. The stakeholder management plan sometimes needs to change considerably to even 50% when stakeholder engagement requires maximum allocation of controlling time and dedication of project team. When heaps of collaborations and information exchange occurs, it requires much more than guidelines available in stakeholder management plan. In most of these projects, the final model of managing stakeholder engagement looks a lot different than its original design due to resulting requirements to address stakeholder’s special interests or fulfilling the information collected. In these kind of scenarios, Stakeholder Management Plan does not play a consolidated role as Stakeholder Management needs changed strategies and techniques for their engagement. 2.2.4 RELATIONSHIP OF STAKEHOLDER MANAGEMENT PLAN WITH COMMUNICATION MANAGEMENT PLAN Stakeholder Management Plan tells about how to engage Project based stakeholders. It comprises of description of how stakeholders will be identifed, qualified and engaged in a pg. 11 supportive manner. Communication is a procedure of engaging. Communication Management Plan intends to define how information will be gathered, shared, channels of sharing and tools necessary. After this description, both are completely different entities. Additionally, both Plans have same input, but communication management plan becomes input to stakeholder management plan for planning stakeholder engagement which include plans and strategies for stakeholder communications. Also, communication strategies and their implementation for managing stakeholder, both are inputs to and are recipients of information present in processes of stakeholder management. Communication Management Plan also defines techniques, formats and methods required for stakeholder communication during managing stakeholder engagement. In addition to this, communication plan may require updating as a result of changed stakeholder requirements. Therefore, it is true that CMP is recipient of SMP as well. Stakeholder register also gets influenced after planning communications. While Planning Communication management, stakeholder communication requirements identified in Stakeholder Engagement Plan and the agreed upon communication strategies become an input to communication management plan. In a nutshell, to a big extent both are quite linked to help in their development. pg. 12 3. References: Boschetti, F & Brede, M 2008, ‘An information-based adaptive strategy for resource exploitation in competitive scenarios. Technological Forecasting & Social Change’, doi:10.1016/j.techfore.2008.05.005 Boschetti, F, Dutra, & Walker, I-A, 2011, ‘Assessing attitudes and cognitive styles of stakeholders in environmental projects involving computer modelling’. Fulton, E-A, Jones, T, Boschetti, F, Sporcic, M, De LA Mare, W, Syme, G, Dzidic, P, Gorton, R, Little, R, Dambacher, G & Chapman, K, 2001, ‘A multi-model approach to stakeholder engagement in complex environmental problems, International Congress on Modelling and Simulation (MODSIM 2011)’, IMACS, Perth. 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